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IFP Advisors, Inc HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
6
Latest value
$20K
Q3 2026
Peak value
$51K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8K |
| Q3 2025 | $5K |
| Q4 2025 | $16K |
| Q1 2026 | $51K |
| Q2 2026 | $36K |
| Q3 2026 | $20K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20K | 609 | — | — |
| Q2 2026 | $36K | 1.4K | — | — |
| Q1 2026 | $51K | 1.9K | — | — |
| Q4 2025 | $16K | 562 | — | — |
| Q3 2025 | $5K | 205 | — | — |
| Q3 2025 | $8K | 103 | — | — |
Other funds holding HRTG
$17.2M
$15.2M